The fastest-growing firms we analyse have stopped marketing to "high-net-worth individuals" and started targeting one hyper-specific persona. On this call we map that framework against your firm: your niche, your positioning, where the gaps are. You keep the diagnosis whether we work together or not.
Where your clients come from now, what an ideal case looks like, and what your week actually gets spent on.
We run the precision-targeting framework against your firm: is your niche specific enough to earn distribution, does your positioning match it, and where the gaps are costing you visibility.
You leave with the diagnosis and the priority order to fix it. If it makes sense to build it together, we'll tell you how we'd do it. If not, you've still got the map.
No preparation needed beyond knowing your own numbers roughly.
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It's a diagnostic with a sales call's honesty: if we think we can help, we'll say how, and if we can't, we'll say that instead. Either way the diagnosis is yours.
Authorised wealth managers, financial planners and IFAs with an established proposition, whose ideal client is worth pursuing individually.
The £750 Prospecting Audit gets you 20 researched prospects in your niche and a strategy hour: the method, demonstrated on your actual market, before any conversation about working together further.